Behind the screens: The evolution of streaming services and the investment case for Netflix Posted in News from the Network by Magellan on July 25th, 2023. In this episode, Magellan’s Portfolio Manager Arvid Streimann and Magellan Sector Head of Finance and Technology Ryan Joyce go behind the screens to take an in-depth look at the history and current state of streaming services, the importance of scale, Hollywood strikes, and regulation. They also reveal how one of the industry leaders, Netflix, has adapted its strategy and is likely to benefit from its latest crackdown on password sharing. You can listen to the episode below: Disclaimer: This material has been prepared by Magellan, published on 25 July 2023. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.
